Very few firms, if any at all, have actually been built to solve one of the
transitioning advisor’s fundamental challenges; that even with independence,
great technology, and resources, advisors still need support managing their
practices and teams. And they don’t want to do it alone.

Independent advisors are the future of the industry, and they need a home
that makes them as secure as they make their clients.

This means intentionally partnering with advisors to help them make critical
practice management decisions across every area of their practice including
operations, wealth management, investment management, practice
management, client experience, and culture.

Consulting

Investment Management

Professional Services

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Journey Strategic Wealth

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Journey Strategic Wealth

Org chart

Teams

Similar companies

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